FINANCIAL SERVICES

• Reducing Attrition. An online financial services provider was struggling to understand significant customer attrition on its new product line. Artemis Strategy Group utilized comprehensive customer satisfaction research to identify opportunities for improvement. Our research yielded insights to improve both corporate operations and product targeting to better retain customers. We also helped our client put in place concrete strategies and tactics to ensure the success of future product launches.
• Understanding and Attracting the High-Net-Worth Segment. The Wealth Management sector of a leading Canadian bank required deep insights into the Canadian high-net-worth population—who they are, how they make decisions about financial services and what will appeal to them. Our motivation research shaped the bank’s high-net-worth offers and brand positioning to successfully appeal to these key customers and prospects.
• Tracking a Highly Sought-After Audience. Our client required specific information in order to better understand and serve its high-net-worth and ultra-high-net-worth clients. Our long-term market research study demonstrates that the attitudes, behaviors and motivations of this group have changed with the volatile economic times, and affluent investors are demanding more transparency, more frequent communications and more independent information from their financial institutions and advisors. Our client is using innovative technology practices, informed public release strategies and an emphasis on old-fashioned personal client service to inspire trust and confidence in this important set of customers.
• Financial Advisors Face New Challenges Post-Recession. The economic crisis profoundly altered the landscape for financial advisors in the U.S., the firms they work for and the clients they serve. We conducted research for our partners at HNW Inc. and found that clients are demanding more time and attention from their advisors. Our clients understand that there is increasing competition among financial advisors and that they must optimize the ways in which they market themselves and communicate with clients. We work with them to define tangible steps and techniques to ensure personalized service and thoughtful, effective public release strategies.